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The easiest way to track your money in real time.

Perfios (Personal Finance One Stop) is an online finance manager providing you an automated 360-degree view of your finances anytime, anywhere. With Perfios, you can track anything that revolves around money, from your bank accounts, to credit cards, mutual funds, investments, shares, insurance policies, loans, fixed deposits, and more.


Statement Upload
Real-time Reports with Insights
Auto Update
Secure Storage
Event Calendar
Auto Categorize

Perfios has the capability to automate the fetch of your financial data from various sources without any manual effort and provides you with a consolidated overview of your transactions and assets.


  • 360-degree view of your personal finance by consolidating all account types automatically – banks, credit cards, mutual funds, equity, insurance, loan, PPF, bonds, post office and other small savings instruments, real estate, gold, etc.
  • Recognition of 1000+ e-statement types with easy upload of various statements to populate data without any manual effort
  • Highest level of security for you, as ensured by VeriSign, TrustGuard and Paladion – the best names in the Data Security business
  • Access to all information and actions using your Mobile Phone or PC.
  • Provides time-saving techniques to make personal finance management a simple activity
  • Provides a Secure Document Storage to store all relevant financial documents
  • Automated reminders and alerts to notify you of important payments, maturity dates, etc.
  • Email forward of important uploaded documents, minimizing cumbersome and time-consuming data entry
  • Automatic consolidation of account information
  • Auto-categorization of various transactions to perform multiple data analytics on the consolidated data
  • Comprehensive Reporting Framework enables you to take quick corrective actions


For the first 30 days of your FREE signup,
You get to explore all the premium features, as a GOLD user!

Frequently Asked Questions

Features FREE Forever Gold Platinum
Complete View of all Account Types
No. of Accounts
No. of Auto Update Accounts
Statement Upload & Email Forwarding
(only upload)
Document Storage
Automatic handling: Equity Bonus, Split, Dividend etc
Reports – PDF / Excel / HTML
SMS Alerts
Export Data
Password Backup
Email Alerts and Reminders
Reports – Table, Graphs & Charts
Subscription Fees FREE Rs. 499 / year Rs. 1499 / year

You agree to use the product only for your personal use. For any use of the solution for commercial purposes as a wealth manager, please contact us at support@perfios.com for pricing options.

To know more about the institutions we support for automatic updates,  click here.
For a list of supported e-statements click here.

  • * subject to fair use policy
  • *** subject to Platinum SLA (for more details read our T&C)
  • ** subject to Standard SLA (for more details read our T&C)
  • Prices mentioned above are in INR and exclusive of Service Tax. No Refund.
  • # subject to Gold SLA (for more details read our T&C)

safe and secure

Perfios is Information Security Management Certified (ISO 27001) Security Seals Certified Seal Privacy Seals Business Seals